Search Results
Found 31 results for "import"
Bulk Import Children
Import multiple children at once from a CSV or Excel file with parent matching and validation
Complete Funding Process: Start to Finish
A comprehensive walkthrough of the entire funding process from period setup to local authority export
Setting Up Attendance Sessions
Configure a child's weekly attendance pattern and funded hours
Legal ID Documents
Recording and viewing identity documents for funding verification
Capturing & Uploading Document Images
How to take quality photos of documents and upload them successfully
Additional Extras (Chargeable Items)
Managing meals, activities, trips and other chargeable extras for children
Managing Parents and Families
How to add, link, edit, and manage parents and guardians for children
Funding Codes (30-Hour and 2-Year-Old)
Understanding and managing eligibility codes for funded hours
Sending Submissions to Parents
How to send submissions to parents for completion, including validation requirements
Reviewing Parent Submissions
How to review and approve submissions completed by parents
30-Hour Eligibility Code Verification
Understanding and verifying 30-hour childcare eligibility codes with evidence upload
2-Year-Old Eligibility Code Verification
Understanding and verifying 2-year-old funded childcare eligibility codes with evidence upload
Submission Validation Rules
Understanding what is validated at each stage and how to resolve validation errors
Employee Assisted Submissions
How to complete funding declarations on behalf of parents who need assistance
Rejection and Resubmission
How to reject submissions that need corrections and manage the resubmission process
Exporting Submissions to Local Authority
How to export approved submissions for your local authority funding claim
Your Parent Portal Dashboard
Understanding your parent dashboard, pending declarations, and account features
Completing the Funding Declaration
Step-by-step guide to completing your funding declaration
Providing Medical Information
How to enter your child's medical details, allergies, and emergency contacts
Understanding Eligibility Codes
Guide to 30-hour and 2-year-old eligibility codes for parents
Understanding Funding Periods
How funding periods work, key dates, and managing the funding calendar
Agreement Templates
Using custom Word templates for funding agreements
Exporting Funding Claims (Excel)
How to export approved claims to Excel for local authority submission
User Management
Managing user accounts, permissions, roles, and multi-nursery assignments
Nursery Configuration
Setting up and configuring nurseries, signatures, local authority settings, and custom agreement terms
Audit Logs
Comprehensive system audit trails, activity tracking, and before/after data changes
Certificate Validation
Verify the authenticity of signed funding agreements and detect potentially fraudulent documents
Data Archival & Retention
Manage data retention policies, archive old submissions, and clean up notification records
Address Cleanup Utility
Fix duplicate house numbers in addresses caused by data entry issues
Common Staff Portal Issues
Solutions to frequently encountered problems for nursery staff
Data & Reporting Issues
Resolving issues with missing data, incorrect reports, and data discrepancies